TSE:GEI

Gibson Energy (GEI.TO)

31.13
+0.01 (0.03%)
as of Aug 10, 2026, 8:00:00 pm Market Open.
297 watching
0
Investor Insights
star iconAug 10, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Gibson Energy (GEI-T) is a prominent player in the crude oil infrastructure sector, with ownership of terminals, pipelines, blending, and export facilities handling a significant portion of Western Canada's oil. The company boasts a stable business model underpinned by take-or-pay contracts that insulate it from oil price fluctuations, leading to steady cash flows. Analysts have projected an average EBITDA growth rate of around 7% annually and combined with a current dividend yield of about 5.82%, a total return of approximately 13% is anticipated. Although the stock's valuation is deemed to be at the upper end of its segment, many experts see it as a hold due to its attractive yield and stability. Comparatively, the stock trades at multiples similar to other midstream companies, with some experts favoring alternative names for growth potential while acknowledging Gibson Energy's defensive qualities.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
ENB
Unspecified

He likes it since it is defensive and quite cheap with a great dividend of 7%. Doesn't have a great EPS though.

TOP PICK

Top income idea. Storage. Since oil sands aren't growing as much, growth rate has come down but cashflow remains very strong, which gives them flexibility. Reducing debt, buying back shares. Good metrics for debt and payout ratio. Dividend safe, grows 5% a year. Yield is 6.96%.

(Analysts’ price target is $25.14)
PAST TOP PICK
(A Top Pick Mar 23/22, Down 4%)

Hurt by higher interest rates. Boosted dividend in Q4. Quite an unlevered balance sheet. Compelling PE of about 12x, with 7% growth rate. Still works in an opaque economic environment. Catalysts for additional growth in second half of year.

TOP PICK

Simple, essential business. Tanks outside oil sands that put oil into pipelines. Amazing part of the energy complex. Has decided not to grow, therefore no market pressure from increasing capex. Will maintain profit margin through a difficult, inflationary time and compound those income streams. Great way to enhance a portfolio. Yield is 6.24%.

(Analysts’ price target is $25.64)
BUY
Prefers Canadian mid-streams, like PPL or GEI, both of which are focused on cashflow. Both are approaching fair value, but are good candidates if your quest is a good dividend and dividend growth.
TOP PICK
Forever is a long time, but the backdrop for Canadian energy has forever changed. Good entry point. Trades at 17x, 14% EPS growth. Very unlevered balance sheet. Lots of avenues of growth. Dividend is growing. Hopefully, an easy and boring way to get a nice dividend and 10-20% capital appreciation over the next year. Yield is 5.79%. (Analysts’ price target is $25.27)
WEAK BUY
Good results, but not as good as expected, hence the muted reaction. Likes the strategy of low-risk storage assets, plus diluent recovery unit. Good position to continue growing. Given M&P appetite in Canada, could possibly be a takeout. Still upside, but in low double digits.
BUY
He has a bias towards Canadian mid-streams right now. Robust tank storage business, recovery unit will be expanded, non-demanding valuation, low-risk projects with high payback for double-digit growth.
PAST TOP PICK
(A Top Pick Sep 04/20, Up 9%) The share price has been disappointing. It has a health balance sheet that nicely covers its dividend and they are probably buying back shares right now. A 6% dividend yield with some growth is okay for him. It should pick up in the next couple of quarters.
COMMENT

Similar to Keyera. A smaller infrastructure and transportation sector player. The sector is being rapidly consolidated. The play right now is to look at the next acquisition. Could be okay for a smaller position or for those with more risk appetite.

TOP PICK
He is trying this one again as a top pick. It is a low risk way to get exposure to the oil and commodities sector. The dividend is fully covered through contracts. They have growth opportunities there. He thinks their commodity spreads division will probably start to become profitable again. The balance sheet is super clean. (Analysts’ price target is $24.00)
PAST TOP PICK
(A Top Pick Oct 24/19, Down 1%) They're more focussed on storage, which is more defensive in the midstream oil industry. In terms if share price, it's doing well vs. its midstream peers which are down 20-40%. Why? It's announced two new storage units and their earnings have exceeded guidance this year during the pandemic. The stock hasn't rallied because energy sentiment is so weak.
TOP PICK
They have done a great job selling down assets and have paid down debts. They have the best balance sheet out of peers. There is also growth prospects still with contracts with oil sands companies. One of the best dividend payer in the oil patch. (Analysts’ price target is $25.65)
PAST TOP PICK
(A Top Pick May 10/19, Down 14%) Shippers were up yesterday, Black Monday, because everyone needs to store their oil like Gibson's. But all these companies suffer counter-party risk with their end customers. GEI has done relatively well against peers. Price momentum and valuation are not bad. Offers a 23% ROE. Trades in line with pipeline companies at 11x EBITDA. A reasonable balance sheet and pays a decent yield. He still holds it.
PAST TOP PICK
(A Top Pick Oct 24/19, Up 21%) They are a mid-stream company that touches about 1 in 4 barrels in western Canada.
Showing 46 to 60 of 184 entries